How to convert currency amounts automatically using the Data Loader

Knowledge Article Number

000005014

Description

How to convert currency amounts automatically using the Data Loader

Resolution

In a Salesforce organisation with multi-currency enabled, when you change the currency on a record via the browser, currency amounts on that record are not updated. Thus, if you change the currency of an opportunity whose amount is 5000 from USD to EUR, the amount remains 5000 and is not converted from USD5000 into EUR3900 (based on a USD:EUR exchange rate of 1:0.76).

However, currency amounts are converted when you change record currency via tools that use the Salesforce API, such as the Data Loader. This means that changes to the currencies of records made via the data loader will cause a mass recalculation of any currency fields on those records.

To change the currency of records using the Data Loader, you must update the CurrencyIsoCode field with the three-letter ISO code of the currency you want to use - USD for US Dollars, EUR for Euros, and so on.